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ADDITIONAL CONTACT

750 Gardiners Rd, Kingston, ON K7M3X9

774 Strand Blvd,
Kingston,
ON K7P2P2

LANGUAGES

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.

A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.

Monthly Perspectives Feb 2018

Fiscal 2017 The NEW Top 10 Tax Checklist

Did you know the total amount of personal income taxes collected by all provincial and territorial governments in Canada combined was about $190 billion dollars? Or that the CRA (excluding Revenu Québec) refunded individual taxpayers more than $25 billion?1 It’s great trivia but what you need to know is that the end of the year is a time to get your tax plan in order, and make sure you start off 2018 on the right foot.